Griffin Asset Management’s Sunoco SUN Stock Holding History

Griffin Asset Management’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,052	Closed	-$33K	–	448
2019 Q2	$33K	Buy	+1,052	New	+$32.3K	﹤0.01%	391

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Griffin Asset Management's SUN Position: Q3 2019 in Review

Griffin Asset Management sold out of Sunoco (SUN) in Q3 2019, closing a stake of 1,052 shares — an estimated $33K sold.

Griffin Asset Management first reported a position in SUN in Q2 2019 and held it in 1 quarter. The position peaked at $33K in Q2 2019. 126 funds tracked by Wall St. Rank hold SUN as of Q3 2019.

Griffin Asset Management reported no remaining Sunoco position as of Q3 2019 after selling out during the quarter.
Griffin Asset Management sold 1,052 Sunoco shares in Q3 2019, an estimated $33K.
Griffin Asset Management first reported a position in Sunoco in Q2 2019 and held it in 1 quarter.
Griffin Asset Management's Sunoco position peaked at $33K in Q2 2019.
126 funds tracked by Wall St. Rank held Sunoco as of Q3 2019.

Based on Griffin Asset Management's 13F filing for Q3 2019, filed 5 Nov 2019.